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Comprehensive Financial Planning, Inc./PA: JEPQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Comprehensive Financial Planning, Inc./PA on JEPQ, newest first. How the timeline and the estimate are built.

Comprehensive Financial Planning, Inc./PA held 15,845 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,845 shares
    Change vs previous 13F -1,447 shares

    0.52% of the 13F portfolio, value $973,829.

    13F-HR 0002044855-26-000003 filed by Comprehensive Financial Planning, Inc./PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 17,292 shares
    Change vs previous 13F +1,553 shares

    0.66% of the 13F portfolio, value $960,066.

    13F-HR 0002044855-26-000002 filed by Comprehensive Financial Planning, Inc./PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,739 shares
    Change vs previous 13F -1,866 shares

    0.6% of the 13F portfolio, value $914,770.

    13F-HR 0002044855-26-000001 filed by Comprehensive Financial Planning, Inc./PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 17,605 shares
    Change vs previous 13F +564 shares

    0.69% of the 13F portfolio, value $1,012,644.

    13F-HR 0002044855-25-000008 filed by Comprehensive Financial Planning, Inc./PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 17,041 shares
    Change vs previous 13F +1,071 shares

    0.73% of the 13F portfolio, value $927,053.

    13F-HR 0002044855-25-000006 filed by Comprehensive Financial Planning, Inc./PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 15,970 shares
    Change vs previous 13F -11,077 shares

    0.8% of the 13F portfolio, value $826,927.

    13F-HR 0002044855-25-000005 filed by Comprehensive Financial Planning, Inc./PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 27,047 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $1,524,894.

    13F-HR 0002044855-25-000001 filed by Comprehensive Financial Planning, Inc./PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).